Financial Advisor Interview Questions in San Jose, CA | Glassdoor

Find jobs for Financial Advisor

Financial Advisor Interview Questions in San Jose, CA

"When hiring financial advisors, large banks and financial institutions are looking for finance-savvy candidates who have the knowledge, experience, and sales skills to grow a substantial clientele base. In an interview, be ready to participate in a sales role-play with a hypothetical customer as well as discuss how you've attracted new clients in the past. While no formal degree is necessary, a background in business, sales, or finance is preferred."

Top Interview Questions

Sort: RelevancePopular Date

What was the most challenging task you had and how did you overcome it?

1 Answer

Use real examples

Why do you want to become a financial advisor?

1 Answer

How many friends and people can you contact?

1 Answer

There were no technical or trick questions.

1 Answer

why do you want to work for merrill as an FA

1 Answer

There were no difficult questions. I told them in less than 5 minutes that I would not proceed

1 Answer

No difficult questions. After hearing what they were offering: no salary, expenses to obtain 3 licenses, work after 2 to 3 months, I told them that I would not proceed

1 Answer

Tell me why you fit in to the branch/ bank?

1 Answer

What are one or two characteristics that make me stand out above everyone else?